Aptus Capital Advisors’s Morningstar MORN Stock Holding History

Aptus Capital Advisors’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-3,391	Closed	-$785K	–	545
2020 Q4	$785K	Buy	+3,391	New	+$674K	0.04%	204

Other funds holding MORN

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Aptus Capital Advisors's MORN Position: Q1 2021 in Review

Aptus Capital Advisors sold out of Morningstar (MORN) in Q1 2021, closing a stake of 3,391 shares — an estimated $785K sold.

Aptus Capital Advisors first reported a position in MORN in Q4 2020 and held it in 1 quarter. The position peaked at $785K in Q4 2020. 308 funds tracked by Wall St. Rank hold MORN as of Q1 2021.

Aptus Capital Advisors reported no remaining Morningstar position as of Q1 2021 after selling out during the quarter.
Aptus Capital Advisors sold 3,391 Morningstar shares in Q1 2021, an estimated $785K.
Aptus Capital Advisors first reported a position in Morningstar in Q4 2020 and held it in 1 quarter.
Aptus Capital Advisors's Morningstar position peaked at $785K in Q4 2020.
308 funds tracked by Wall St. Rank held Morningstar as of Q1 2021.

Based on Aptus Capital Advisors's 13F filing for Q1 2021, filed 6 May 2021.